New Custom Dashboard Functionality

They’re here! Our new custom dashboards make it easier than ever to build views to present your plan and metric data to your colleagues and executives.

Your new custom dashboards include the following features:

  • New look and feel for custom dashboards
  • New views
    • Edit Mode
    • Landscape/portrait orientation dashboards
  • New charts
    • Chart export
    • Date ranges and date formats
  • New custom dashboard widget types
    • Free text
    • Section breaks and section titles

New Look and Feel

The new dashboards are brighter, cleaner, and chock full of new functionality that makes them faster to build and edit.

New Action Bar

The new action bar at the top of the dashboard allows you to see the name of the dashboard, as well as the name of the dashboard owner. On the right-hand side of the action bar, you’re able to generate a PDF of the dashboard, enter Edit Layout mode if you’re a dashboard editor, and see additional options (depending on your permissions: setting the dashboard as your home page, changing dashboard settings, cloning the dashboard, and deleting the dashboard.)

It also features a visual indicator when the dashboard you’re viewing is set as your homepage.

New Views

View Mode

The default view of a dashboard is View Mode. From View Mode, you can see dashboard content, the date ranges that have been applied to bar and line charts, and the date snapshot set for gauge charts.

You can generate a PDF of the dashboard, set the dashboard as your homepage, and clone a dashboard using the ellipsis icon in the dashboard action bar. If you are a dashboard editor or owner, you can also delete dashboards and access the Settings screen, which allows you to edit the name of your dashboard and add members and editors.

Clicking the ellipsis icon on widgets will allow you to export charts in high-resolution and to access the embed code.

To make changes to a dashboard, you’ll need to enter Edit Mode.

Edit Mode

Clicking the blue Edit Layout button on the dashboard will switch your dashboard into Edit Mode, which is where you’ll make all changes to your dashboard. (Note: you’ll only be able to enter this mode if you have edit permissions for the dashboard.)

Entering Edit Mode allows you to:

  • Add new widgets
  • Rearrange and resize widgets directly on the canvas
  • Edit widget content
  • Clone widgets
  • Delete widgets
  • Apply date ranges to bar and line charts
  • Change the date format for bar and line charts
  • Set a date snapshot for the gauge chart

Portrait Mode

Users now have the ability to switch dashboards from landscape to portrait orientation. Portrait orientation dashboards allow a maximum width of 3 widgets. This view is optimal for smaller screen sizes and for portrait reports.

Scheduled reports of these custom dashboards will also arrive in portrait orientation.  

To Build a Portrait Mode Dashboard

You have two options to build a portrait mode dashboard: start from scratch or clone an existing dashboard. We recommend cloning one of your frequently used dashboards and adjusting from there.

On an existing dashboard, click the ellipsis icon in the action bar and select Clone.

You will be taken to your newly cloned dashboard. Click the Edit Layout button.

The action bar will toggle to show the Add Widget and Change Orientation icons, as well as Cancel, Save, and Save & Done buttons. Click the Change Orientation icon.

Select Portrait orientation and click Set.

You’ll be taken back to your dashboard in the new orientation. You can resize and move your widgets on the canvas. Once you like the new layout, you can Save the orientation.

New Charts with Chart Export

Our new charting technology allows for charts to be exported in high resolution and for legends to move dynamically, so that the chart makes the best use of space within the widget container. Triple pie widgets can now be vertical, and also feature header labels over the pies.

Lastly, bar, line, and gauge charts have date range selectors. Bar and line charts also allow you to select the date format.

How to Export a Chart

In View Mode, clicking on the ellipsis icon of the widget container will allow you to export the chart in a variety of formats.

Header Label for Triple Pie & Triple Doughnut Charts

The header titles within the new pie charts will allow customers to clearly see which charts align to status lights, past due plan items, and late updates.  

Triple pie/doughnut widgets can also now be vertical.

Select Date Ranges for Bar/Line Charts

Bar and line charts now display a date range selector, which is available only in Edit Mode. The selected date range is persisted to both manually generated and scheduled reports.


The date selector has a variety of pre-built options (such as this year/quarter/month, last year/quarter/month, YTD, QTD, MTD, trailing months/days, and more.) You also have the option of selecting a custom date range.  

Now that you can clone widgets, it’s also easy to clone bar/line charts and select different date ranges for comparisons. For example, you can clone a bar/line chart that displays an annual revenue goal with the whole year displayed, and in the cloned version, select just the current quarter’s date range for a more detailed look.

Select Date Format for Bar/Line Charts

There are now several ways to format the dates represented in line and bar charts.

You can select a long date format (i.e. 01/01/2018) or a shortened date format (Jan 3, 18).

You can also choose the frequency with which to display dates at the bottom of your line and bar graphs. Depending on how frequently you make updates to your metrics and the date ranges you’ve selected to display in your chart, you can select the date display that best allows you to read the chart. You can choose to:

  • Automatically select dates that will best fit within the graph
  • Display the first day of every week (Sunday)
  • Display the first day of every month
  • Display 1stand 15th of every month (semi-monthly)
  • Display the first day of every quarter
  • Only display dates with data

Date Snapshot for Gauge

Gauge charts also display a date range selector, which is also only available in Edit Mode. Because the gauge chart only displays information as a of a specific date, it’s helpful to think of this date selection as showing a date “snapshot” for the gauge.

Selecting a date will show the Current Value and advanced metric goals as of the most recent update for the selected date range. For example, if you select “Last Quarter”, the Current Value will be the most up-to-date value submitted in the last quarter. Assuming that today is June 1st, for example, it would show the most recent update value for Q1 (regardless of if the most recent update was submitted at the beginning, end, or middle of Q1) and the goals associated with that timeframe.

The selected date snapshot is persisted to both manually generated and scheduled reports.

The date selector has a variety of pre-built options (such as last year/quarter/month/update, and today, the default setting.) You also have the option of selecting a custom date range.  

New Widget Types

Free Text Widget

Copy and paste from Word or Excel, or build tables and content directly within this new widget type. You can insert descriptions of dashboards, add context to specific sections or widgets, or enhance the dashboard with information from other reports or systems.


Section Breaks and Section Titles

Using our new section titles and section breaks, you can now organize all the widgets within your dashboard for easier navigation. There are a variety of formats available for both options, so you can customize the look and feel to match your organization’s existing reports.

Feedback or Questions

Have questions or feedback? Email us at, or reach out directly to your CSM.